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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,949 | $111,878-27.6% | $93,727-13.6% | $145,897-44.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.06% | 204.28%-191.2pp | 133.83%-120.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,851 | $3,092-40.1% | $2,421-23.5% | $4,663-60.3% |
| Participant deferral / active EE | $5,128 | $4,920+4.2% | $4,417+16.1% | $6,689-23.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |